Retirement plan

NEWCOMB & BOYD PROFIT SHARING PLAN

Name: NEWCOMB & BOYD - NEWCOMB & BOYD PROFIT SHARING PLAN (2015) Form 5500
Creator: NEWCOMB & BOYD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWCOMB & BOYD PROFIT SHARING PLAN, NEWCOMB & BOYD

NEWCOMB & BOYDEIN 58-0876245Plan #001PY 2015

303 PEACHTREE CENTER AVE. NE - ATLANTA, GA 30303404-730-8400newcomb-boyd.comLinkedIn201-500 employeesdesign

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$28.3M

No prior year

Total participants

200

No prior year

Average account balance

$143,613

No prior year

Annual return

-1.16%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$42.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

330

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$433

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534	Recordkeeping	$5,482
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES INC Service code 13	Contract Administrator	$5,482

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$38 / participant

Contract admin$5K100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HANCOCK ASKEW & CO., LLP
Auditor EIN: 580662558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$143,613

$70,002+105.2%

$115,038+24.8%

$52,331+174.4%

Participation rate

97.9%

72.1%+25.8pp

81.4%+16.5pp

68.1%+29.8pp

Annual return

-1.16%

4.04%-5.2pp

26.14%-27.3pp

4.54%-5.7pp

Employer contribution / active EE

$1,293

$2,715-52.4%

$4,608-71.9%

$1,882-31.3%

Participant deferral / active EE

$8,838

$4,920+79.6%

$6,026+46.7%

$3,022+192.4%

Admin fee / account holder

$28

$566-95.1%

$8,175-99.7%

$592-95.3%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASS MUTUAL LIFE INSURANCE COMPANY

Service code 15 · EIN 04-1590850

1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534

Recordkeeping

$5,482

RETIREMENT STRATEGIES, INC.1+ years

Filed as: RETIREMENT STRATEGIES INC

Service code 13

Contract Administrator

$5,482

NEWCOMB & BOYD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEWCOMB & BOYD PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion